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Stratos Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Stratos Wealth Partners’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.73M Buy
170,512
+66,190
+63% +$1.46M 0.04% 393
2025
Q4 		$2.3M Buy
104,322
+71,737
+220% +$1.59M 0.03% 507
2025
Q3 		$722K Buy
32,585
+14,979
+85% +$330K 0.01% 881
2025
Q2 		$387K Sell
17,606
-23,335
-57% -$505K 0.01% 1032
2025
Q1 		$889K Buy
40,941
+982
+2% +$21.1K 0.01% 704
2024
Q4 		$854K Buy
39,959
+4,450
+13% +$96.2K 0.01% 756
2024
Q3 		$787K Buy
35,509
+373
+1% +$8.14K 0.01% 770
2024
Q2 		$747K Sell
35,136
-1,791
-5% -$37.8K 0.01% 758
2024
Q1 		$790K Buy
36,927
+4,718
+15% +$101K 0.01% 731
2023
Q4 		$697K Buy
32,209
+8,067
+33% +$167K 0.01% 747
2023
Q3 		$492K Buy
+24,142
New +$503K 0.01% 824

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return